Business Insurance Client Manager - Commercial Lines

Business Insurance Client Manager - Commercial Lines

_Career Opportunity - _Business Insurance Client Manager

If you are looking for:

• An employer that _provides tremendous growth_ and invests in your learning.
• A professional work environment where _teammates_ are supportive and accountable.
• An opportunity to _teach new tools and technology_ to your clients and community.
• Standard working hours, with options for _remote work_ and flexible schedules.
• A competitive salary with _outstanding benefits._
• A _family-oriented_ employer that has been in business for over 60 years.

Then we should talk, because we are always looking for:

• Self-motivated individuals with an "old-fashioned"_work ethic and positive attitude._
• Someone with a proven ability to support and potentially lead a _team._
• A quick learner who can grasp _new concepts & ideas_ in a fast paced environment.
• _A client-focused professional_ who is able to listen, communicate, and teach technology.

Summary _This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our "Client-first" service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties._

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Qualification Requirements _To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions._

Minimum Qualifications

• _2 years insurance experience_
• _NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment_

Knowledge, Skills, and Abilities

• _Ability to discuss, support, and sell insurance products in states where the agency functions._
• _Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc._
• _Must have excellent communication skills; written and verbal._
• _Must be an assertive self-starter with the ability to influence others._
• _Must excel at being client focused and able to work in a team-oriented environment_
• _Should have demonstrated effective presentation skills through both verbal and written communication_

Supervisory Responsibilities _May have some supervisory responsibilities as the business grows._

Essential Functions

• _Gathers information and risk management recommendations for new business/renewals_
• _Works closely with Producers on new prospects to maximize success_
• _Conducts periodic service calls for designated accounts_
• _Involves Producer and/or Management on claims, payment problems, loss control, and renewals_
• _Performs special projects at the request of designated clients upon approval of manager_
• _Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims_
• _Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding_
• _Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt_
• _Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal_
• _Receives and reviews all terminations and cancellations to determine action_
• _Handles premium collection through form letters and requests cancellation of policies when necessary_
• _Follows up on outstanding claims and provides assistance in their resolution_
• _Monitors audits done by carriers and manages the Agency 's handling of these audits_
• _Maintains continuing education as needed for insurance license_
• _Maintains appropriate professional insurance designation (CIC, CISR, or CPSR)_
• _Performs other functions as assigned by management_

Physical Demands _This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. _

Work Environment _This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine._

Travel _Occasional travel may be required._

_Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time._

_We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._